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Bright Hill Advisors
- Needs
- Knows
- Patient
“He's been instrumental in assisting me with my tax returns, addressing all my tax inquiries, and providing valuable guidance for launching a new business endeavor.”
Best Financial Advisors near North Miami, FL
We have 2 firms in North Miami on file, but only the highest-rated make our list, and none of them made it; the 24 here come from towns including Miami (17, 8 mi), Miami Lakes (3, 10 mi) and North Miami Beach (1, 2 mi).
2 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 19, 2026
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Infinite Financial Services
- Finances
- Results
- Experts
“I was at first apprehensive as I usually meet with my tax advisors in person (I am in VA and IFS is headquartered in FL so we couldn't meet in person) but this has been the best referral ever!”
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PCS Investments
- Seminar
- Stock Exchange
- Understand
“"PCS Investmens" is a guide in which you learn how, where and when to invest, this investment course shows you the way to minimize risk and increase your finances in the future.”
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Joorney
- Attorney
- Project
- Quality
“They help you with kindness, they were patient with me and did a great job I was approved my eb2niw and I know their professional plan was main reason.”
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Tentho
“The Varo Team are experts in non-profit accounting, and they've been able to help us clean up our finances, improve financial operations, and stay in compliance with our funders.”
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Coral Wealth Management
- Understanding
- Patient
- Team
“Dennis is the best and he continues to gain my loyalty with his level of professionalism, he really worked with us and created a long term plan for our retirement.”
The 24 firms listed for North Miami, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: North Miami, FL
The 24 firms on this page are rated from 4.0 to 5.0 across 826 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), estate (2), estate planning (2), financial planning (2) and insurance (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 4 offer a free initial consultation and 4 list coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for North Miami take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Yugo Company
- Dream
- Team
- Service
“Delighted with the service, very professional, kind and attentive, happy to meet you, many blessings to you, family and business, thank you, have a very nice day 😊 …”
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Fuster Financial Group
- Questions
- Honest
- Knowledge
“It is a pleasure for my husband and I that he is our financial advisor, his patience and professionalism cleared up all our doubts and gives us a lot of security.”
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Premium Tax Services
- Team
“Milton and his team provide excellent tax advice based on the latest tax information and regulations, and they are always willing to respond any doubt without hesitation and in a timely manner.”
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Treecefi | Treece Financial Group
“Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand.”
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J A Rodriguez CPA
- Attention
- Company
“Despite the fact that my needs were just about clarifying certain tax-related questions, they handled it with the utmost professionalism; they were thorough and not once were they dismissive or short.”
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Strategic Investment Services
- Retirement
- Management
“I have been with them for many years”
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Legacy Business Plans | Miami Business Plan Writer
“Demonstrating exceptional aptitude not only in writing and analysis but also in her team's collective efforts, she consistently delivers top-tier business plans characterized by pragmatic and transparent financial projections.”
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LPL Financial - Brickell
“As a professional accountant and tax preparer I've had the opportunity to refer clients to JP and John and have gotten nothing but positive feedback.”
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Alber Tax Accountant
- Accounting
“The best accountant I know after 20 years here, handles the accounting and taxes of all the companies I manage for my Real Estate investor clients and mine.”
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Fontaine Retirement Group
“Plesant conversation and so far good service.”
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Rodriguez Advisors
“They help me out with my tax extension And now we finally finalized everything, They are also Great financial advisors and now helping me get organized for success !”
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Wealth USA
- Life Insurance
- Legal
- Policy
“Julian took the time to understand what our future financial needs are and Osvaldo structured our portfolio to a plan to get us where we need to be when it's time to retire.”
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Daryl Arno Kutner
“Professionally, he has helped us to understand, plan and successfully manage major financial matters, especially as regards our retirement which we now enjoy.”
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Daystar Payment Systems
“Daystar Payment Systems is a trusted partner for my business.”
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MSC Legacy Corporation
“The company is very good on analyzing clients situation and offers efficient services.”
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Barnett Capital Advisors
- Retirement
- Portfolio
- Market
“I made an appointment, and he spent 3 hours reviewing my portfolio, speaking with my two past employers to understand my pensions, and making recommendations for investments - considering my age, short- and long-term goals, and lifestyle.”
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Skybound Wealth Management USA
“Very professional and relaxed service given by my advisor.”
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Benitez & Company Cpas
Retirement Planning and Investment Management Services in North Miami, FL Cost Estimates
Minimum cost
$1082
Maximum cost
$9190
National Average
$3244
Avg Per Hour Rates
$325
$2163
$5946
Typical price range is based on 508 cost profiles
Why these companies made our list
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